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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $36,525 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,477 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,040 | $71,666+66.1% | $117,861+1.0% | $69,631+71.0% |
| Participation rate | 94.8% | 77.5%+17.3pp | 79.7%+15.1pp | 70.7%+24.1pp |
| Annual return | 16.18% | 18.86%-2.7pp | 335.11%-318.9pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $3,428 | $1,889+81.5% | $3,786-9.5% | $2,032+68.7% |
| Participant deferral / active EE | $7,022 | $3,340+110.3% | $4,482+56.7% | $3,224+117.8% |
| Admin fee / account holder | $37 | $120-69.6% | $8,021-99.5% | $110-66.8% |